You may assign user access roles under SETTINGS > USER SETTINGS > USERS. Here are the available roles and permissions….

	
Permission
Admin
Manager
Sales Rep
Restricted Sales Rep
Account Restricted Sales Rep
List Crea9on Restricted Sales Rep
List Reset Restricted Sales Rep
Limited Access Sales Rep
Lead/ Account/ Opp/List Crea9on Restricted Sales Rep
Sales Rep with Org Templates




	
SEARCH
x
x
x
x
x
x
x
x
x


	
CREATE NEW CONTACT
x
x
x
x
x
x
x
x
x


	
EDIT CONTACT
BASED ON LAYOUT

 ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNE D
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED


	
DELETE CONTACT



	
READ/VIEW CONTACT
x
x
x
x
x
x
x
x
x
x


	
CREATE NEW OPPORTUNITY
x
x
x
x
x
x
x


	
EDIT OPPORTUNITY
BASED ON LAYOUT

 ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNE D
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED


	
DELETE OPPORTUNITY



	
READ/VIEW OPPORTUNITY
x
x
x
x
x
x
x
x
x
x


	
CREATE NEW LEAD
x
x
x
x
x
x
x


	
EDIT LEAD
BASED ON LAYOUT

 ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNE D
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED


	
DELETE LEAD



	
READ/VIEW LEAD
x
x
x
x
x
x
x
x
x
x


	
CREATE NEW ACCOUNT
x
x
x
x
x
x


	
EDIT ACCOUNT
BASED ON LAYOUT

 ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNE D
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED
BASED ON LAYOUT ASSIGNED


	
DELETE ACCOUNT



	
READ/VIEW ACCOUNT
x
x
x
x
x
x
x
x
x
x


	
CREATE LIST
x
x
x
x
x
x
x


	
PLAY LIST
x
x
x
x
x
x
x
x
x
x


	
EDIT LIST
x
x
x
x
x
x
x
x
x
x


	
REFRESH DYNAMIC LIST
x
x
x
x
x
x
x
x
x
x


	
RESET LIST
x
x
x
x
x
x
x
x
x


	
EDIT CALL RESULT ON TIMELINE
x
x
x
x
x
x
x
x
x
x


	
YOUR ORGANIZATIO N SETTINGS
x



	
PHONE NUMBERS
x



	
USER SETTINGS
x



	
ACD QUEUES
x



	
NOTIFICATION S
x
x
x
x
x
x
x
x
x
x


	
PHONE SETTINGS
x
x
x
x
x
x
x
x
x
x


	
EMAIL SETTINGS
x
x
x
x
x
x
x
x
x
x


	
CREATE PERSONAL EMAIL TEMPLATES
x
x
x
x
x
x
x
x
x



	
CREATE ORG LEVEL TEMPLATES
x
x
x


	
AUDIO FILES
x



	
RECORDINGS
x



	
INTEGRATIONS
x



	
MY PROFILE
x
x
x
x
x
x
x
x
x
x


	
DASHBOARDS
x
x
x
x
x
x
x
x
x
x


	
TASKS
x
x
x
x
x
x
x
x
x
x


	
MONITORING
x
x